Posts by Jonathan Musgrave
Steep’s Top 13 Books Every Financial Advisor Should Read
We’ve nearly done it. Another year hurtling around the sun at 67,000 mph. No, really, I checked. That’s how fast the Earth is revolving around the sun right now. So, as we are set to begin another revolution around the sun, we put together the top 13 books for you to read in 2020 that…
Read MoreLifecycle Marketing
Do you know the #1 reason people choose you to be their financial advisor after their seminar is? Is it how sharp you dressed? How polished your presentation was? How nice the room was that you met them in? Nope – The #1 reasons people make the decision to choose a new financial advisor is…
Read MoreTransparency in Digital Marketing
We’ve all heard people refer to our point in time as “the information age.” It’s true, our generation has unprecedented access to information. Researchers estimate that between television, radio, the internet, email and social media the average person digests the equivalent of 174 newspapers worth of information EVERY DAY (source). Even Siri and Alexa sit…
Read More6 Essential Building Blocks To A Facebook Campaign That Converts
Whenever we create a Facebook ad campaign for financial advisors, there are certain ingredients that we build into every single event campaign. It’s all interconnected, it flows together. All good things. Everything from the very first image to the last email the audience receives has a specific goal and job to do. Our methods are…
Read MoreCreating Resonance: The Marketing Triangle (with a twist)
The word resonance evokes a vivid picture in my mind. A few years ago, I was backpacking in the Gore Range of the Colorado Rockies when my brother and I happened upon a glacier lake surrounded by steep jagged cliffs. We quickly unpacked our fly rods and started casting in hopes to land some brook…
Read More3 Reasons Why Social Security Marketing Isn’t Dead
If you’ve been in the insurance and financial services industry at any time in the last 10 years (or more) you know that Social Security marketing has been the bread and butter for many advisors’ marketing whether through workshops, radio, or television. This might make you think that Social Security marketing is dead because you’re…
Read MoreWhy Every Financial Advisor Needs To Use Facebook Ads In Their Marketing
I haven’t been in the industry as long as some others, but my unique experience has made my 8-ish years more like dog years. In talking with hundreds of advisors over my career, I’ve heard them say countless times “I know I need to get on digital,” or just “I’m old school,” and they don’t…
Read MoreFacebook Changes: How will you be impacted?
Earlier this year, Facebook was confronted about data privacy issues in an episode many are calling “The Cambridge Analytica Scandal” (my unsolicited opinion). In the weeks that followed, Facebook aggressively made moves with the intent of bolstering user’s confidence in the platform. Unsurprisingly, many of these changes directly impacted their advertising platform. After an initial…
Read More6 Reasons Your Seminar Venue Matters (a lot!)
Whether you’re just getting to know Steep or have worked with us for a long time, you know by now that we’re BIG proponents of using neutral venues for the workshops we promote. Ever wonder why? In this post, I’ll be diving deep into 6 reasons I believe neutral, educational venues are a big part…
Read More3 Reasons Specificity Drives Conversions in Digital Marketing
We’ve all heard the cliché of taking a “shotgun” approach to marketing: rather than talking specifically about a single topic, we throw out a variety of subjects hoping that one of them will resonate with our audience. While there’s some merit to the shotgun approach in certain circumstances, specificity can massively improve response rates with…
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